When booking is converted to SOLD status, you may key in Purchaser’s Loan info such as Banker, Bank, and Loan Amount into the booking for recording purposes.
- Go to BOOKINGS > (Select booking)
- Click the Status drop down to change to Sold. There will be a prompt.
- Select the Bank.
- These banks will be the same banks in Loan Tracker Bank
- Banker Name will be automatic
- If Bank Loan not in the list, choose Others and key in Banker Name
- Key in Loan Amount (optional)